Challenger FM Balanced Wholesale Fund - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.56 3.57 4.18 12.66 13.43 7.71 3.85 -
Growth return 2.56 3.57 4.18 10.92 10.85 4.87 -0.87 -
Income return 0 0 0 1.74 2.58 2.84 4.72 -
Market index (Morningstar Aus Msec Growth TR AUD)
Total return -1.11 -5.27 -0.09 1.78 7.09 6.37 7.45 8.31
As as 30 Jun 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Australian Equities
40.45%
Fixed Interest
21.77%
International Equities
19.98%
Property
12.24%
Cash
5.57%

General Information

Fund Details
Type Description
Challenger FM Balanced Wholesale Fund (Wholesale)
Closed
HSBC Asset Management (Australia) Ltd
HBC0025AU
Multisector Growth
Not Rated
Investment Fund
7 Dec 1998
$8.15 million (as at 31 Jul 2005)
$0.9442 (as at 1 Aug 2005)
$0.9404 (as at 1 Aug 2005)
Fund Objective
To provide capital growth over the medium- to long-term (at least five years) with some income, and to provide returns above the benchmark indices for the neutral position asset allocation over rolling three year periods.
Fund Strategy
Invests in a balanced range of capital growth assets, such as Australian and international equities, and property, and income producing assets such as fixed interest and cash. Asset allocation ranges (with benchmarks in brackets): Australian equities 25-45% (35%), international equities 10-30% (20%), Australian property 5-20% (10%), Australian fixed interest 5-30% (20%), international fixed interest 0-20% (5%), the balance is cash and deposits (10%).
Offer information
Type Description
Minimum initial investment $50,000

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
InvestSMART International Equities 9.77%
Intelligent Investor Equity Income 8.01%
Intelligent Investor Equity Growth 7.82%
InvestSMART High Growth 6.94%
InvestSMART Core Growth 6.37%
InvestSMART Balanced 5.00%
InvestSMART Australian Small Companies Fund 4.01%
InvestSMART Diversified Property and Infrastructure 3.84%
InvestSMART Hybrid Income 3.77%
InvestSMART Diversified Income 3.76%
InvestSMART Interest Income 2.12%

* Returns p.a. since inception after investment & admin fees

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